Tip #1360: Customizing the activity timeline

Timeline of the universe. A representation of the evolution of the universe over 13.77 billion years.

You migrate data to Dynamics 365/Common Data Service and in the migration, you close activities. After the migration, the activity timeline shows the migration account in the top line of every activity. Say you want to have the timeline display something other than the account who closed the task. How do you customize this layout? […]

Tip #1344: Video guide to 2020 Wave 1: Improved Event Management in Dynamics 365 Marketing

Empty event room with tables, screens, and projectors

In today’s tip, MVP Amey Holden reviews the revamped event management experience in Dynamics 365 management. From the official documentation: Use marketing forms in events: Event planners are able to use forms within the Marketing application to create forms for event registration, which enables event planners to build registration forms using a familiar drag-and-drop interface […]

Tip #1343: Video guide to 2020 Wave 1: Resource utilization analytics in Dynamics 365 Field Service

Person moving chess pieces on the board

Dynamics 365 2020 Wave 1 introduces new Power BI powered visualizations for analyzing your field service resource’s utilization. This dashboard does not require you to have a Power BI license. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show you the new resource utilization analytics dashboard.

Tip #1341: Video guide to 2020 Wave 1: Time entry in Dynamics 365 Field Service

Traditionally, doing time entry in field service required customization of the application. In Wave 1 2020, time entry becomes a native feature of Field Service. In today’s video tip, MVP’s Scott Lefante and Shawn Tabor show how to configure time entry, including how to automatically record time from work orders.

Tip #1340: Video guide to Wave 1: Next generation schedule board in Dynamics 365 Field Service

Schedule board

Dynamics 365 2020 Wave 1 includes a major makeover for the schedule board. In today’s video tip, MVP’s Shawn Tabor and Scott Lefante show how the new board loads faster, is more accessible for people with visual challenges, and makes users more productive.

Tip #1339: The easiest CDS/Dynamics 365/CRM connection ever

Question I need to write a small console app that can authenticate to an online CRM instance with multi-factor authentication turned on. Can anyone point me in the right direction on how to accomplish this? Stephen Smith We’ve been through the topic of connections a few times before but this conversation is just too good […]

Tip #1338: Video guide to 2020 Wave 1: Enhanced work hours calendar in Field Service

Walk over calendar

Dynamics 365 2020 Wave 1 introduces a more modern work hour calendar that makes it much easier to quickly update your employees work hours for field service. In today’s video, Business Applications MVP’s Shawn Tabor and Scott Lefante demonstrate how to update work hours in the new work hour calendar.